Morningstar

Horizon Defined Risk Fund Investor Class HNDRX

Morningstar Medalist Rating
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Medalist Rating as of See Horizon Investments Investment Hub
  • NAV / 1-Day Return$91.25  /  +1.20%
  • Fund Size$1.1B
  • Adjusted Expense Ratio1.040%
  • Net Expense Ratio1.020%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryEquity Hedged
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.19%
  • Turnover Ratio13%
NAV and 1-Day Return as of

Morningstar’s Analysis HNDRX

Will HNDRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HNDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HNDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HNDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Defined Risk Investor holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HNDRX

More HNDRX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Advanced Micro Devices Inc

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